Strategic Financial Planner & Advisory Specialist
$70k - $80kBank of America
Bank of America in Torrance is seeking a detail-oriented financial advisor responsible for providing customized solutions to clients. The role involves triaging client leads, reviewing financial goals, and recommending investment strategies. Candidates must have at least one year of experience in the investments industry, hold necessary licenses, and possess strong relationship management skills. The job offers a pay range of $70,000.00 - $80,000.00 annually. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Strategic Financial Planner & Advisory Specialist in Torrance, CA vacancy
$70k - $80k
Bank of America is hiring a financial advisor in El Segundo, California. This position requires strong skills in account management and client advisory, along with Series 7 & 66 licenses. The role involves building customized financial solutions for clients, managing financial...Suggested$70k - $80k
Bank of America is seeking a Financial Advisor in Redondo Beach, CA, responsible for providing clients with comprehensive financial advice and customized solutions. This role involves planning financial goals, recommending products, and managing client relationships effectively...Suggested$70k - $80k
Bank of America is seeking a dedicated financial advisor in Manhattan Beach to provide comprehensive financial advice tailored to clients' needs. Responsibilities include creating financial plans, recommending brokerage products, and triaging client leads for optimal service...Suggested- ...and seeing your work deployed around the world with real impact, Northwood is the place to do it. Role We are seeking a Strategic Sourcing Specialist to drive sourcing strategy, supplier management, and procurement execution across production and new product introduction...SuggestedPermanent employmentContract workFlexible hours
northwoodspace
Torrance, CA15 days ago $110k - $135k
...STRATEGIC FINANCE ASSOCIATE Freeform builds AI-native manufacturing systems that unify software, hardware, and physics to produce industrial... ...to join our Strategic Finance team and contribute to the financial infrastructure that drives company-wide decision‑making. This...SuggestedFull timeCasual workFlexible hoursDormont Manufacturing Company
Hawthorne, CA19 hours ago- Dormont Manufacturing Co in Hawthorne, California is seeking a Strategic Finance Associate to join their team. You will maintain financial models, support M&A activities, and assist leadership with analytical contributions. This early-career role offers significant ownership...
- Divergent is looking for a highly motivated Strategic Finance (Lead/Senior) professional to join the Finance team In this role, you’ll... ...company Lead the development and evolution of the company’s financial model, integrating commercial, operational, manufacturing, and...
- ...Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client... ...and banking options. A minimum of 2 years in financial advisory roles and relevant licenses are essential. A competitive rewards...
$85k - $120k
SpaceX is seeking a Global Immigration & Compliance Specialist to ensure compliance with international employment regulations and manage visa applications. The candidate should possess a Bachelor's degree and have at least 2 years of experience in global HR or mobility...Work visa- A space exploration company based in Hawthorne, CA is seeking a Sourcing Specialist to manage procurement and fulfillment of mechanical hardware for their Starship program. The ideal candidate will have a Bachelor's degree with at least one year of relevant experience...
$75k - $90k
...Depending on experience **Local Candidates Only, this is not a remote position. Summary The Sourcing Specialist will play a critical role in supporting the strategic sourcing function by managing specific spend categories to drive cost savings, supplier performance,...Contract workWork at officeLocal area$75k - $125k
.... At our firm, we help clients Achieve Financial Peace of Mind™ through a boutique, high-... ...observe and learn effective communication and advisory techniques. Client Support: Assist... ...’s Degree required Certified Financial Planner® (CFP®) designation strongly preferred....ApprenticeshipWork at office$115k - $150k
SPACE EXPLORATION TECHNOLOGIES CORP is seeking a Sr. Financial Analyst in Hawthorne, CA. This role will involve financial planning and analysis, forecasting, and reporting on various SpaceX projects, offering executive-level visibility. The successful candidate will possess...Full time- SpaceX is looking for a SR. SOURCING SPECIALIST, ELECTRONICS, to manage the sourcing of electronic components for the Starlink product kits. You will develop and manage the supply base while working with suppliers to implement cost management strategies. The ideal candidate...
$175k - $200k
...facilities in the U.S. and Europe, and it provides structuring and advisory services to issuers across a range of asset classes. The... ...origination platforms, multiple issuance shelves, and a wide array of strategic partnerships. Since 2020, the team has helped structure and...$33 - $35 per hour
...Akkodis is seeking a Strategic Sourcing Specialist for a 5+ months contract with a client located in Torrance CA Pay Range: $33/hr. - $35.00/hr... ...and a passion for learning • Demonstrated Business and financial acumen • Experience with SAP or site relevant ERP systems...Permanent employmentContract workTemporary workFor contractorsWork at officeLocal area- BMO U.S. seeks a professional to provide comprehensive financial and investment planning and advice. This role involves identifying client needs and presenting managed products and services, as well as implementing business development strategies. The ideal candidate will...
$70k - $80k
Bank of America is seeking a Financial Advisor in Gardena, California, to provide expert financial advice and customized solutions to clients. The role involves building financial plans, triaging client requests, and managing brokerage products. Candidates are required...$57.5k - $106.5k
BMO U.S. seeks a financial advisor in South Gate, California, to provide financial and investment planning to clients. You will support sales and performance targets by implementing business development strategies, and provide solutions through managed products. A minimum...$41.71k - $69k
...and is motivated by uncovering opportunities to meet clients' financial needs. We're looking for relationship builders with a strong sales... ...and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness...Part timeLocal areaImmediate startDay shiftBmo
Torrance, CA4 days ago$23 - $28 per hour
...The Release of Information Specialist plays a vital role in supporting patient care by managing medical record requests, safeguarding... ...with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize...Contract workTemporary workTEKsystems
Torrance, CA7 days ago- Bank of America in Redondo Beach is seeking a Financial Advisor to provide tailored solutions to clients to meet their financial goals. Key responsibilities include client lead management, planning financial strategies, and recommending investment products. The ideal candidate...
- Wedgewood is looking for an Analyst in FPA and Treasury to support financial planning and cash management operations. The successful candidate will focus on financial modeling, budgeting, and optimizing banking facilities in a dynamic environment. Key responsibilities include...
$120.63k - $200.62k
...Senior Permitting Specialist Location(s): Houston, TX; Long Beach, CA; Monrovia, CA; Charleston... ..., regulatory expertise, and client advisory support, with a strong focus on environmental... ...and client development, supporting strategic initiatives aligned with the energy transition...Full timeWork at officeLocal areaWorley
Long Beach, CA2 days ago$25 - $27.88 per hour
...attendance. This role is open for the entire market; the specific Financial Center location will be based on business needs. If you are... ...Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management...Hourly payWork at officeShift workWeekend workDay shift$15.8 - $26.34 per hour
...comprehensive international ocean and air freight forwarding, surface transportation and distribution, customs brokerage, trade and customs advisory services, and advanced e-commerce and trade facilitation solutions. We're glad you stopped by and hope your job search experience...Hourly payContract workLocal areaFedEx Logistics
Gardena, CA3 days ago$75k - $85k
...Overview The Wealth Management Specialist is responsible for the... ...Advisor Facing Engagements & Strategic Cetera Events Compensation Range... ...(up to 5%), and access to a financial professional to offer our... ...winning wealth management and advisory platforms, comprehensive...Full timeFlexible hoursCetera Financial Group
El Segundo, CA2 days ago- ...Job Description Job Description Employment Specialist (Bilingual Spanish) Express Employment Professionals is seeking a driven... ...clients and identify new opportunities for staffing support. Strategic Placement: Exercise discretionary judgment to match associate...Full timeTemporary workPart timeWork at officeLocal area
Express Employment Professionals - LAX
Hawthorne, CA4 days ago - ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately... ...careers. The Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients....Temporary workWork at officeImmediate startFlexible hours
EP Wealth Advisors
Torrance, CA8 hours ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Funding Investment & Advisory Services Trust Services Retirement... ...and more Certified Financial Planner licensing support2 Fully... ...Company commissions and fees, Strategic Employee Benefits Services commissions...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Long Beach, CA19 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Planner & Advisory Specialist. Be the first to apply!
Related searches
- financial associate Torrance, CA
- financial consultant Torrance, CA
- financial planning assistant Torrance, CA
- financial advisor associate Torrance, CA
- estate planning consultant Torrance, CA
- jde finance consultant Torrance, CA
- financial planning associate Torrance, CA
- financial planner Torrance, CA
- financial counselor Torrance, CA
- finance associate Torrance, CA